BioMarin (BMRN)
Develops rare-disease medicines across enzyme therapies, metabolic disorders, and skeletal conditions.
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Develops therapies for serious rare genetic diseases across enzyme replacement, metabolic disorders, and skeletal conditions. Revenue comes from a commercial portfolio led by VOXZOGO and long-standing enzyme therapies, now expanded with GALAFOLD and POMBILITI + OPFOLDA; operations remain a single reportable segment.
Develops and commercializes therapies for serious rare genetic diseases, with one operating segment spanning enzyme and metabolic medicines plus skeletal conditions. The commercial portfolio includes the long-standing enzyme therapies VIMIZIM, NAGLAZYME, PALYNZIQ, ALDURAZYME, and BRINEURA, the PKU medicine KUVAN, and VOXZOGO for achondroplasia.
Extends that base with GALAFOLD for Fabry disease and POMBILITI + OPFOLDA for late-onset Pompe disease, acquired with Amicus Therapeutics. Internal research, biologics manufacturing, and commercial capabilities support treatment of genetically defined conditions with small patient populations.
Commercializes therapies across multiple markets, while each medicine depends on regulatory approvals, reliable manufacturing, patient identification, and reimbursement. Continued execution also depends on integrating the Amicus portfolio and extending the skeletal-conditions franchise after withdrawing ROCTAVIAN from the market.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | BMO Capital | Target | Target: $98 | Target: $97 |
| Sep 1, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $90 | Target: $86 |
| Sep 1, 2026 | Piper Sandler | Reiterate | Rating: —Target: $88 | Target: $90 |
| Aug 31, 2026 | Jefferies | Reiterate | Rating: —Target: $103 | Target: $105 |
| Aug 31, 2026 | Raymond James | Reiterate | Rating: —Target: $105 | Target: $109 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $874.0M · Total debt $4.20B · Total assets $11.72B · Shareholders' equity $6.32B
- Revenue
- $989.7M
- Operating income
- $110.9M
- Net income
- $44.8M
No dividends on record.
| Institutions | ≈ 101.44% | 196.36M shares | |
|---|---|---|---|
| 587 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.53% | 1.02M shares | |
| 19 holders · as of Sep 14, 2026 | |||
| Adds to | 101.97% | ||
193.57M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.97%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.56% | 20.45M | as of Jun 30, 2026 |
Dodge & CoxInstitution | 7.67% | 14.84M | as of Jun 30, 2026 |
Primecap Management Co/CA/Institution | 7.33% | 14.19M | as of Jun 30, 2026 |
AMCAP FundInstitution | 5.26% | 10.18M | filed Feb 14, 2019 |
Vanguard Capital Management LLCInstitution | 4.52% | 8.74M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 2, 2026 | George Eric Davis | officer: EVP, Chief Legal Officer | −17,557 | $66.28 |
| May 7, 2026 | Gregory R. Friberg | officer: EVP, Chief R&D Officer | −3,281 | $53.85 |
| Mar 11, 2026 | Charles Greg Guyer | officer: EVP, Chief Technical Officer | −16,486 | $60.46 |
| Feb 26, 2026 | George Eric Davis | officer: EVP, Chief Legal Officer | −26,061 | $61.36 |
| Feb 26, 2026 | Gregory R. Friberg | officer: EVP, Chief R&D Officer | −6,326 | $60.38 |
- Ascendis Pharma (ADR)
Once-weekly CNP rival to VOXZOGO in achondroplasia
- Sanofi (ADR)
Direct Fabry and Pompe rival through Fabrazyme and Nexviazyme
- PTC Therapeutics
Commercial PKU rival to KUVAN and PALYNZIQ
- BridgeBio Pharma
Oral FGFR3 inhibitor challenging VOXZOGO in achondroplasia
- Protalix BioTherapeutics
Fabry enzyme-replacement rival to GALAFOLD
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BioMarin | $63.54 | −0.81% | $12.38B | 164.3 | 10.3 | 3.6 | +20.0% |
| Ascendis Pharma (ADR) | $238.26 | +0.28% | $14.76B | 18.1 | 34.0 | 12.2 | +108.2% |
| Sanofi (ADR) | $42.25 | −0.59% | $102.05B | 75.6 | — | 1.8 | +11.2% |
| PTC Therapeutics | $65.88 | +0.95% | $5.45B | — | 53.3 | 5.4 | +101.6% |
| BridgeBio Pharma | $68.26 | +2.53% | $13.04B | — | — | 18.8 | +120.4% |
| Protalix BioTherapeutics | $2.77 | +0.36% | $221.6M | 11.9 | — | 2.7 | +27.1% |
| Median | 18.1 | 43.6 | 5.4 | +101.6% |